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Mail Bag – For this episode, Chris Boyd and Jeff Perry open the “Mail Bag” and discuss questions from clients and listeners. Chris and Jeff start the episode with a Happy Mother’s Day wish. During the episode, Chris and Jeff discuss the...
Mail Bag – For this episode, Chris Boyd and Jeff Perry open the “Mail Bag” and discuss
questions from clients and listeners. Chris and Jeff start the episode with a Happy
Mother’s Day wish. During the episode, Chris and Jeff discuss the “Still Working”
exception related to 401Ks and required minimum distributions (RMDs), how to use a
QCD (qualified charitable distribution) to reduce income taxes, and best practices when
planning for loved ones with special needs.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
